How to send custom reports easily by email to multiple recipients?
Distribute the information collected on site directly to your colleagues, employees, sales staff, partners, customers etc. You would like to send your custom reports by e-mails to your customers or partners? Save time with Kizeo Forms by sending your data, in the form of your choice to your recipient(s)! With a list or choice field. You can define a list of contacts for sending e-mails. This list […]
Advanced Push: Send pre-filled forms with table to your field workers!
This tutorial is based on the “Push” tutorial. If you do not know what the push is, we recommend you to consult our tutorial: Send pre-filled forms to the field workers. Generally for a transfer, only fields outside a table can be filled via a push. But it is now possible to pre-filled tables using Excel sheets. For the same push, it is also possible to […]
Build and Share your Library Kizeo Forms!
Save time by building your own Library in order to share forms with other administrators and group leaders or reuse their owns. it is could be useful for big accounts. You can also preview and test forms before adding to your account. Preview and test Forms before adding to your user account. Build your Business account’s Library. Add a form to your Library. Modify an information […]
The Multi-Export: edit and use several Custom-made Word and Excel
The Multi-export allows you to create and use several custom-made documents (Word, Excel and PDF). For example, you can: Create a template for you customer, your supplier and your partner, with their own data. Edit a template for every year. Build a document with colour codes. Once you filled the form, you will only have to export your data with the appropriate template and send it. […]
Kizeo Forms new features: Multi-Export and customize library!
At this year’s end, we enhance Kizeo Forms! The multi-export appears and now, you have the possibility to build your own Library. Multi-Export: A new way to manage your exports. You can build several custom-made Word and/or Excel for every forms. For example, you are a salesman and you want to create a purchase order and an estimate with the same forms? It is now possible! […]
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